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iShares MSCI EAFE ETF

1,854 hedge funds and large institutions have $45.6B invested in iShares MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 546 increasing their positions, 715 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 85

7% more funds holding in top 10

Funds holding in top 10: 148159 (+11)

2% more capital invested

Capital invested by funds: $44.5B → $45.6B (+$1.07B)

0% more funds holding

Funds holding: 1,8481,854 (+6)

5.29% less ownership

Funds ownership: 83.41%78.13% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 715

32% less call options, than puts

Call options by funds: $6.3B | Put options by funds: $9.32B

Holders
1,854
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.62%
Holding in Top 10
159
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.43%
% of All Funds
2.28%
New
120
Increased
546
Reduced
715
Closed
85
Calls
$6.3B
Puts
$9.32B
Net Calls
-$3.02B
Net Calls Change
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
376
Blankinship & Foster
California
$8.34M -$128K -1,595 -2%
TWM
377
Tolleson Wealth Management
Texas
$8.32M -$44.5K -553 -0.6%
FMWA
378
Forvis Mazars Wealth Advisors
Missouri
$8.29M -$281K -3,490 -3%
FEG
379
Fund Evaluation Group
Ohio
$8.26M -$37.7M -468,573 -83%
BFPW
380
BOK Financial Private Wealth
Colorado
$8.26M -$64.3K -799 -0.8%
FB
381
Fulton Bank
Pennsylvania
$8.23M +$557K +6,927 +8%
FFM
382
Fullerton Fund Management
Singapore
$8.16M +$7.85M +97,597 New
WIC
383
Whitegate Investment Counselors
New Hampshire
$8.12M -$294K -3,655 -4%
PGWM
384
Parisi Gray Wealth Management
New Jersey
$8.08M +$4.51M +56,027 +138%
SFMG
385
Sage Financial Management Group
Virginia
$8.05M +$7.74M +96,220 New
Neuberger Berman Group
386
Neuberger Berman Group
New York
$8.02M -$1.18M -14,667 -13%
WCWM
387
Wooster Corthell Wealth Management
Connecticut
$7.98M -$20.3K -252 -0.3%
AWM
388
AE Wealth Management
Kansas
$7.94M +$6.96M +86,461 +1,019%
IF
389
Ironwood Financial
Arizona
$7.88M -$70.5K -876 -0.9%
VVP
390
Venture Visionary Partners
Ohio
$7.81M +$481K +5,974 +7%
RA
391
Resolute Advisors
California
$7.76M +$18.7K +232 +0.3%
LFWA
392
LBJ Family Wealth Advisors
Texas
$7.75M
AWE
393
Avidian Wealth Enterprises
Texas
$7.73M +$14.6K +182 +0.2%
PVI
394
Pine Valley Investments
New Jersey
$7.73M -$2.29M -28,493 -24%
FNT
395
First National Trust
Pennsylvania
$7.71M +$34K +423 +0.5%
BFG
396
Bleakley Financial Group
New Jersey
$7.67M -$47.6K -591 -0.6%
MSAM
397
Moloney Securities Asset Management
Missouri
$7.61M +$6.69M +83,098 +1,046%
CBB
398
Citizens Business Bank
California
$7.61M -$314K -3,903 -4%
ATC
399
Argent Trust Co
Tennessee
$7.59M -$11.4K -142 -0.2%
PIA
400
Powell Investment Advisors
Florida
$7.54M -$103K -1,278 -1%

EFA Hedge Fund Activity: Q3 2024 in Review

1,854 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2024, worth a combined $45.6B — up 2.4% from $44.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new EFA positions and 85 closed out — a net gain of 35 holders — while 546 added to existing stakes and 715 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $152M. The largest seller was BlackRock, cutting an estimated $1.61B.

  • 1,854 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,848 in Q2 2024.
  • Funds reported $45.6B of iShares MSCI EAFE ETF stock for Q3 2024, up 2.4% quarter-over-quarter.
  • 120 funds opened new iShares MSCI EAFE ETF positions in Q3 2024 and 85 closed out, a net change of +35 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $152M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2024 was BlackRock, an estimated $1.61B sold.

Based on aggregated 13F filings for Q3 2024.